SourcingSourcing

YANDELL INVESTMENTS, LLC

B53
CRD 332642·SEC 801-131115·ORLANDO, FL
AUM
$171.0M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$513K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
YANDELL INVESTMENTS, LLC
CRD
332642
SEC file #
801-131115
EIN
—
DBA names
—

Economics

AUM
$171.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$154.2M → $171.0M▲ +11%
Client mix
Individuals Other75
Individuals High Net Worth40

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
ORLANDO FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
YANDELL, CHRISTOPHER, NEAL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
YANDELL, CHRISTOPHER, NEAL
DeRosa, Michael, Anthony
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3548
Soi Zip Pct 200k Plus
0.1692
Soi Zip Returns 200k Plus
1870
Soi Zip Total AGI
1,909,356
Fdic Zip Total Deposits
15,839,148,000
Fdic Zip Branch Count
225
Fdic Zip Top Banks
SunTrust Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fidelity2
Fdic Zip Branches Raw
NationsBank of Florida, N.A.Orlando, FL
NationsBank of Florida, N.A.Orlando, FL
Fdic Zip HHI
837.8
Fdic Zip Top Bank Share Pct
18.41
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI28,555
Returns2,310
Stub 2
AGI75,899
Returns2,050
Stub 3
AGI106,467
Returns1,730
Soi Zip Total Business Income
52,738
Soi Zip Total Cap Gains
194,555
Soi Zip Total Dividends
54,375
Soi Zip Total Returns
11,050
Top Owner CRD
4410817
Trust Company Affiliate
No

People (2)

2
YANDELL, CHRISTOPHER, NEAL
IAR · Direct Owner · 87.5%
4410817
DeRosa, Michael, Anthony
Executive Officer · 2.5%
4079942